See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,436 | $81,460-4.9% | $103,333-25.1% | $80,856-4.2% |
| Participation rate | 64.9% | 66.8%-2.0pp | 74.5%-9.6pp | 67.6%-2.8pp |
| Annual return | 15.85% | 25.55%-9.7pp | 24.88%-9.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $3,011 | $3,105-3.0% | $3,868-22.1% | $2,755+9.3% |
| Participant deferral / active EE | $7,595 | $3,869+96.3% | $5,057+50.2% | $4,296+76.8% |
| Admin fee / account holder | $960 | $6,566-85.4% | $8,355-88.5% | $6,918-86.1% |